Herold Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
2,672
-10
| -0.4% | -$2.8K | 0.16% | 144 |
|
|
2025
Q1 | $694K | Sell |
2,682
-17
| -0.6% | -$4.4K | 0.15% | 153 |
|
|
2024
Q4 | $713K | Buy |
2,699
+406
| +18% | +$107K | 0.16% | 150 |
|
|
2024
Q3 | $605K | Sell |
2,293
-46
| -2% | -$12.1K | 0.13% | 171 |
|
|
2024
Q2 | $566K | Sell |
2,339
-7
| -0.3% | -$1.7K | 0.13% | 168 |
|
|
2024
Q1 | $586K | Sell |
2,346
-285
| -11% | -$71.2K | 0.14% | 158 |
|
|
2023
Q4 | $612K | Sell |
2,631
-268
| -9% | -$62.4K | 0.17% | 139 |
|
|
2023
Q3 | $604K | Sell |
2,899
-273
| -9% | -$56.9K | 0.18% | 137 |
|
|
2023
Q2 | $698K | Sell |
3,172
-11
| -0.3% | -$2.42K | 0.21% | 123 |
|
|
2023
Q1 | $671K | Buy |
3,183
+868
| +37% | +$183K | 0.23% | 109 |
|
|
2022
Q4 | $472K | Buy |
2,315
+233
| +11% | +$47.5K | 0.2% | 120 |
|
|
2022
Q3 | $391K | Hold |
2,082
| – | – | 0.19% | 128 |
|
|
2022
Q2 | $410K | Hold |
2,082
| – | – | 0.18% | 130 |
|
|
2022
Q1 | $495K | Sell |
2,082
-2,529
| -55% | -$601K | 0.18% | 130 |
|
|
2021
Q4 | $1.17M | Sell |
4,611
-86
| -2% | -$21.9K | 0.46% | 77 |
|
|
2021
Q3 | $1.11M | Buy |
+4,697
| New | +$1.11M | 0.43% | 75 |
|